RWM
Ruedi Wealth Management Portfolio holdings
AUM
$382M
1-Year Est. Return
13.5%
This Fund
S&P 500
1 Year Est. Return
+13.5%
AUM
$382M
AUM Growth
+$24.4M
(+6.8%)
Holding
58
Top Buys
| 1 | +$6.69M | |
| 2 | +$4.09M | |
| 3 | +$3.46M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.46M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$889K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$782K | |
| 3 | +$528K | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$312K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$234K |
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Communication Services | 0.4% |
| 3 | Consumer Discretionary | 0.22% |
| 4 | Energy | 0.17% |
| 5 | Financials | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional International Sustainability Core 1 ETF
DFSI
$999M
| $325K | 0.09% |
7,591
+224
|
|
||
52
Sprott Physical Gold and Silver Trust
CEF
$10.6B
| $321K | 0.08% |
7,009
|
|
||
53
Vanguard FTSE Emerging Markets ETF
VWO
$114B
| $315K | 0.08% |
5,866
-101
|
|
||
54
Marathon Petroleum
MPC
$63.6B
| $306K | 0.08% |
1,884
+76
|
|
||
55
Broadcom
AVGO
$1.63T
| $283K | 0.07% |
+819
|
|
||
56
Caterpillar
CAT
$337B
| $220K | 0.06% |
+384
|
|
||
57
NVIDIA
NVDA
$4.49T
| $206K | 0.05% |
+1,105
|
|
||
58
Ericsson
ERIC
$37.7B
| $185K | 0.05% |
+19,201
|
|